That said, I wouldn’t ignore the valuation risk. At these growth rates, expectations are already extremely high, so even a strong earnings report could trigger a pullback if guidance disappoints. I’d rather DCA into PLTR than chase a big post-earnings rally.
$Atlassian Corporation PLC(TEAM)$ , $Salesforce.com(CRM)$ and $Cloudflare, Inc.(NET)$ all have compelling fundamentals, but for me PLTR has the strongest growth profile and AI exposure. I’m comfortable accepting the higher volatility because I’m investing with a longer-term horizon rather than trading the next earnings reaction.
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- blinkix·09-02 17:42TOP93% growth is loud, but the multiple already prices in years of perfection. My DCF still needs an unreal terminal growth assumption to make PLTR look cheap1Report
- 1PC·09-02 23:22TOPNice Sharing 😁 @Aqa @DiAngel @koolgal @JC888 @Barcode @Shernice軒嬣 20001Report